Services
Advice that fits where you are
Choose a one-hour Financial Health Checkup to ask questions, or Personal Advice for a written recommendation tailored to your retirement goals.
Financial Health Checkup
What's possible?
A one-hour conversation about your super, pension, and retirement income options. Ask any question, explore the pros and cons of different strategies, and leave with a clearer picture of your choices.
No documents or ongoing commitment required. We can also recommend next steps if you need written advice.
$300 for 1 hour incl. GST
Ask any super / retirement question
Discuss pros and cons of strategies
No obligation to proceed
Personal Advice
Should I?
A written recommendation on what you should do to achieve your desired retirement outcome. Personal Advice requires two meetings and a Statement of Advice.
After the advice is presented, you decide whether to proceed in full, make changes, or take the document away and think it over. There is no obligation to go ahead.
Meeting 1: collect information and agree on scope
Research, calculations and Statement of Advice
Meeting 2: present recommendations and answer questions
You choose how — or whether — to proceed
Pricing
Advice packages
One-off fees. No ongoing commitments.
Financial Health Checkup
A one-hour question-and-answer session.
$300
1 hour incl. GST
Ask any super / retirement question
Discuss strategies and trade-offs
No documents required
Optional pathway to Personal Advice
Personal Advice — Single
Written Statement of Advice for one person.
From $1,800
Standard complexity
Two adviser meetings
Information collection and analysis
Written Statement of Advice
Presentation and questions session
Personal Advice — Couple
Comprehensive advice for couples planning together.
From $2,800
Standard complexity
Joint and individual strategy options
Combined super and income analysis
Written Statement of Advice
Implementation support if you proceed
Topics
Common questions we help with
Pre-retirement
When can I retire?
How much super do I need?
Transition to retirement strategies
Contributions and caps
Going part time before retirement
Downsizer contributions
Retirement
Account based pensions
Age Pension eligibility
Lump sum withdrawals and tax
How long my super will last
Re-contribution strategies
Beneficiary nominations
FAQ
Questions about our services
How do I book?
Use the contact form, call us, or click 'Book now' on any service. We'll confirm a time that suits you.
What should I prepare?
For a Financial Health Checkup, just your questions. For Personal Advice, we'll send a short list of documents after the first meeting.
How long does it take?
A Financial Health Checkup is one hour. Personal Advice typically takes 2–3 weeks from the first meeting to the final Statement of Advice.
Do I have to proceed with your advice?
No. You can take the advice away, ask questions, change the scope, or decide not to proceed.
What if I have more questions later?
You can book another one-off advice session whenever you need help. There is no ongoing arrangement.
Are you independent?
Yes. We are not aligned with any super fund and do not receive commissions. Fees are the only source of income.
Not sure which service is right?
Book a free 15-minute call and we'll help you decide.